We believe it is in your best interest to understand what services you are receiving from a financial planner, what results are being achieved and how a planner is compensated. We advocate for complete transparency, clearly understood information and high standards of conduct for anyone offering financial planning. FPA requires that all its members adhere to a Code of Ethics and deliver financial planning services in accordance with the FPA Standard of Care.

To ensure Americans best interests are served when receiving financial planning advice, FPA partnered with the CFP of Standards (CFP Board) and the National Association of Personal Financial Advisors (NAPFA) to create the Financial Planning Coalition. The Financial Planning Coalition works with legislators to encourage regulations that will help you identify competent, ethical advice-givers who are subject to a fiduciary duty in the delivery of financial planning services.

Pro Bono

In celebration of Financial Planning Week®, the Financial Planning Association chapters of the bay area hosted a free financial planning clinic in Oakland, Calif. The clinic provided one-on-one financial planning advice to attendees. View news coverage of the 2009 Financial Planning Clinic in Oakland.